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175 Folgen

1. #174 -Turning Business Profits into Personal Financial Security with Miguel Gomez vor 2 Tagen 22:22
2. #173 - The Personal CFO Approach: Financial Planning for Business Owners with Seth Shepherd vor 2 Wochen 29:44
3. #172 - The Review Meeting Is the Client Experience with Brendan Frazier vor 3 Wochen 33:36
4. #171 - Advisors Do Not Need More Tech They Need Better Decisions - Taylor Stewart vor 1 Monat 22:25
5. #170 - From Dental School Debt to Practice Exit: Planning with Ryan DiFabrizio vor 1 Monat 27:59
6. #169 - Healthcare, Insurance, and Building a Stronger Financial Plan - Cole Craven vor 2 Monaten 28:52
7. #168 - From Broker-Dealer to Fee-Only RIA - Carmine Corino vor 2 Monaten 32:24
8. #167 - 100 Great Clients: Building the Practice You Actually Want - Andrew Damcevski vor 3 Monaten 22:23
9. #166 - Becoming the Advisor He Couldn't Find: Ethan Kok's Fee-Only Journey vor 4 Monaten 26:54
10. #165 - Equity Compensation & Flat-Fee Financial Planning with Marcel Miu vor 4 Monaten 29:55
11. #164 - Why Real Estate Agents Need Financial Planning | Cody Hawkins, PeaceLink vor 4 Monaten 30:48
12. #163 - The Me Money Method: Behavioral Budgeting Without the Guilt — with Linda Grizely vor 5 Monaten 26:45
13. #162 - Design Your Business Around Your Lifestyle - Rafael Melendez vor 5 Monaten 28:36
14. #161 - Clearing the Head Trash and Building a Lifestyle Practice, with Colin Page vor 5 Monaten 33:41
15. #160 - The High-Income Paradox with Sean Rawlings vor 5 Monaten 32:53
16. #159 - Scaling a Fee-Only RIA Without Losing the Mission -Chelsea Ransom-Cooper vor 6 Monaten 28:38
17. #158 - From Planning Firm Employee to Solo RIA Founder: Matt Ryan's Story vor 6 Monaten 21:53
18. #157 - From Furlough to Founder of a Fee-Only RIA - Ryan Johnson vor 6 Monaten 32:09
19. #156 - Career Pivots And Clear Thinking with Jacob Tally vor 7 Monaten 32:45
20. #155 - A Discretionary, Childfree Life with Cory Smith vor 7 Monaten 28:27
21. #154 - From Side Hustle to Six-Month Waitlist: Ethan Miller’s Path to Fee-Only Planning vor 7 Monaten 34:30
22. #153 - Going All In: How Logan Valentine Built His RIA vor 8 Monaten 41:05
23. #152 - The Child-Free Planning Gap with Maddy Roche vor 8 Monaten 28:26
24. #151 - From Infantry Officer to Fee-Only Advisor with Geoffrey Schaefer vor 8 Monaten 31:29
25. #150 - Referrals, Not Hype: Scaling a Boutique RIA the Right Way with Dann Ryan vor 8 Monaten 25:08
26. #149 - From PepsiCo to Planning: Andy Fisher’s Shift from Corporate Ops to Fee-Only Advice vor 9 Monaten 25:23
27. #148 - Meet The P&C Pro Powering BC Brokerage vor 9 Monaten 20:49
28. #147 - Renting Your Brain: The Business of Advice-Only Planning with Kelly Nilsson vor 10 Monaten 27:49
29. #146 - How A CFP And A CPA Team Up To Protect Wealth vor 10 Monaten 34:48
30. #145 - The Engineer’s Path to Fee-Only Planning with Andy Cole vor 1 Jahr 30:43
31. #144 - Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story vor 1 Jahr 39:14
32. #143 - Building A Virtual Firm While Raising Four Kids On The Road - Hamilton Brandenberg vor 1 Jahr 22:22
33. #142 - From Cold Calls to Community: Krystal Fortner on Building a Client-First Firm vor 1 Jahr 22:57
34. #141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong vor 1 Jahr 24:33
35. #140 - We stopped undercharging and the business worked - Sean Gillespie vor 1 Jahr 35:20
36. #139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu vor 1 Jahr 26:10
37. #138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros vor 1 Jahr 27:38
38. #137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey vor 1 Jahr 28:36
39. #136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step vor 1 Jahr 32:10
40. #135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage vor 1 Jahr 23:06
41. #134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning vor 1 Jahr 32:38
42. #133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai vor 1 Jahr 46:04
43. #132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA vor 1 Jahr 27:46
44. #131 - Cutting Through the Tech Stack Noise with Joe Moss vor 1 Jahr 27:52
45. #130 - Unlocking Growth with WealthTender and Online Reviews - Brian Thorp vor 1 Jahr 20:32
46. #129 - Cutting Complexity and Growing Community with Guy Penn vor 1 Jahr 22:36
47. #128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason vor 1 Jahr 41:39
48. #127 - This Wasn’t the Plan: Andy Panko on Intentional Growth and True Freedom vor 1 Jahr 32:50
49. #126 - Planning, Building, and Putting Yourself Out There with Taylor Stewart vor 2 Jahren 27:41
50. #125 - What Most Advisor Websites Get Wrong – Colton Etherton Breaks It Down vor 2 Jahren 23:15